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Advisor at 25 FINANCIAL
IOWA CITY, IA | SAINT LOUIS, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| 25 FINANCIAL | Independent wealth | Mar 30, 2022 | n/a | yes | SAINT LOUIS, MO|IOWA CITY, IA | Current employment |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Nov 3, 2017 | Nov 7, 2023 | no | Iowa City, IA|CHICAGO, IL | Previous registration |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Oct 1, 2010 | Nov 7, 2017 | no | SAINT LOUIS, MO|CLARENDON HILLS, IL|Iowa City, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | 25 FINANCIAL | Nov 7, 2023 | Mar 30, 2022 | -587 | Firm change after gap | Other |
| LARSON FINANCIAL GROUP, LLC | ARETE WEALTH ADVISORS, LLC | Nov 7, 2017 | Nov 3, 2017 | -4 | Firm change | Other |